Nextera Energy shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Nextera Energy
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All positions including Nextera Energy held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 25k | 75.49 |
| 2025-06-30 | $1.1M | 15k | 69.42 |
| 2025-03-31 | $942k | 13k | 70.89 |
| 2024-12-31 | $966k | 14k | 71.69 |
| 2024-09-30 | $1.1M | 13k | 84.53 |
| 2024-06-30 | $964k | 14k | 70.81 |
| 2024-03-31 | $593k | 9.3k | 63.91 |
| 2023-12-31 | $460k | 7.6k | 60.74 |
| 2023-09-30 | $405k | 7.1k | 57.29 |
| 2023-06-30 | $550k | 7.4k | 74.20 |
| 2023-03-31 | $537k | 7.0k | 77.08 |
| 2022-12-31 | $384k | 4.6k | 83.60 |
| 2022-09-30 | $327k | 4.2k | 78.45 |
| 2022-06-30 | $307k | 4.0k | 77.47 |
| 2022-03-31 | $408k | 4.8k | 84.79 |
| 2021-12-31 | $615k | 6.6k | 93.37 |
| 2021-09-30 | $533k | 6.8k | 78.53 |
| 2021-06-30 | $200k | 2.7k | 73.31 |